Bid Pipeline · Go/No-Go
Active bids this account / client
| Bid | Value | Margin | G/NG |
|---|---|---|---|
| Riverside Medical | $14.2M | 11% | Go · 82 |
| Lakeview Office | $6.8M | 7% | Review · 61 |
| Parkside School | $9.4M | 4% | No-go · 42 |
Bids. Projects. Margin. One record.
RevenuePoint builds Salesforce for general contractors and specialty trades — with a bid pipeline, project margin, change order tracker, subcontractor compliance matrix, and punch-list console. Fully managed by RevenuePoint.
The pain · in numbers
3–7%
of project revenue sits in unbilled change orders on growing-business builds.
FMI construction benchmark
11 days
typical lag between a budget burn and the monthly project review that catches it.
RevenuePoint discovery
42%
of subs have at least one compliance document lapsed at any given time.
Compliance benchmark
3 systems
a PM touches to pull job cost: Procore, the accounting system, and a spreadsheet.
Construction ops discovery
A clean Salesforce record page
Project · Pacific GC
This is the Lightning record page RevenuePoint builds for projects teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Industries Cloud
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Project›Pacific GC · Riverpointe Mixed-Use
Pacific GC · Riverpointe Mixed-Use
GMP · $22.4M · PM: D. Alvarez · 64% complete
Contract value
$22.4M
Earned value
$14.3M
Margin (forecast)
9.8%
Change orders
$680K open
Days to complete
84
Safety incidents YTD
0
RelatedDetailsNewsActivity
Pulls from: Salesforce + estimating
Project Margin + Change Orders
Earned value vs plan
EV / PV
0.96
Slight schedule lag
CPI
0.94
−2 pts vs plan
CO approved
$1.24M
8 approved
CO open
$680K
6 pending owner
Subcontractor Compliance
Insurance, W-9, prequal · at a glance
| Subcontractor | Trade | Insurance | Prequal |
|---|---|---|---|
| Cascade Steel | Structural | Current | OK |
| Pacific Mech | Mech | Exp 05/15 | OK |
| Northern Electric | Elec | Current | OK |
| Ridge Concrete | Concrete | Expired | OK |
Punch List + RFI Queue
- RFI-284 · facade detail6 days open · awaiting arch response
- Punch · unit 4B drywallAssigned Cascade · due 05/12
- RFI-281 · HVAC penetrationClosed 05/01 · resolved
- Punch · lobby paintAssigned Pacific · overdue
1
Bid Pipeline · Go/No-Go
Active bids with the go/no-go scorecard (fit, margin, risk, timing, relationship). Estimating and operations align before chasing the wrong work.
Source: Salesforce + estimating
2
Project Margin + Change Orders
Earned value, committed cost, and change order status — reconciled to the accounting system and visible on the project.
Source: Sage 300 CRE + Salesforce
3
Subcontractor Compliance
Every active subcontractor on this project with compliance document status — insurance, W-9, prequal, safety. Missing docs block pay apps.
Source: Procore + Salesforce
4
Punch List + RFI Queue
Active punch-list items and open RFIs with owner and days-open. Handoff quality is visible before closeout.
Source: Procore
Data model
The objects we build on. The objects we add.
Sales + Service Cloud at the core with construction-specific objects for projects, bids, subs, and change orders. Procore stays authoritative for documents, drawings, and RFIs.
Standard Salesforce
AccountOpportunity (Bid)ContractWork OrderAsset
Custom — built by RevenuePoint
Project__cBid__cSubcontractor__cChange_Order__cPunch_List__cDaily_Log__cPay_App__c
Integrations
Every system connected. Salesforce is where you work.
Procore stays the system of record for drawings, RFIs, daily logs, and documents. The construction GL stays authoritative for cost. Salesforce ties bid-to-cash with a clean workflow on top.
PR
Procore
PM platform
Drawings, RFIs, daily logs, docs, punch.
AU
Autodesk Construction Cloud
PM platform
Alternative PM stack path.
SA
Sage 300 CRE
Construction GL
Job cost, AP, payroll, pay apps.
VI
Viewpoint Vista
Construction GL
Alternative construction GL.
FO
Foundation
Construction GL
Smaller-firm construction GL path.
DO
DocuSign
Agreements
Subcontracts, change orders, lien waivers.
ST
Stripe
Payments
Deposits, smaller-dollar receivables.
8X
8x8
Communications
Dispatch, field radio, service lines.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Project cash flow
Cash in (draws) against cash out (AP + payroll) for the project, by month.
Pulls from: Sage 300 CRE
Mar net+$420K
Apr net+$180K
May forecast−$80K
Jun forecast+$640K
DocuSign · Lien waivers
Conditional and unconditional lien waiver status across subcontractors for the current pay period.
Pulls from: DocuSign
| Sub | Period | Type | Status |
|---|---|---|---|
| Cascade Steel | Apr | Unconditional | Signed |
| Pacific Mech | Apr | Conditional | Pending |
| Ridge Concrete | Apr | Conditional | Blocked · insurance |
Equipment Utilization
Owned equipment on this project with utilization vs idle hours.
Pulls from: Asset (telematics)
- Loader · CAT 938K
- 82% utilized
- Generator · 150kW
- 34% utilized · idle cost
- Crane · 50t
- Scheduled 05/14
- Forklift · 5t
- 76% utilized
8x8 · Dispatch & Field
Field radio and dispatch history for this project, logged to the record.
Pulls from: 8x8
- Dispatch · electrical repair05/02 · Northern Electric · 2 techs · resolved
- Owner call-in · schedule04/28 · PM returned · 6 min
- Safety broadcast04/22 · tie-off reminder · all acknowledged
Signature use cases
Three problems we solve in the first quarter.
i
Change order revenue that actually gets billed
Change orders get signed in the field, noted in email, and sometimes never billed — or billed late at reduced scope.
How it works
- αChange_Order__c captures scope, value, approver, and source the day it is raised.
- βDocuSign signature flow closes the CO; the pay app includes it automatically.
- γFoundry reports on unbilled COs by project and age so nothing ages past the claim window.
Outcome
Unbilled CO revenue drops. What gets signed gets billed.
ii
Subcontractor compliance that blocks risk, not cash
Subs lapse insurance or prequal; PMs find out when a claim or audit forces a scramble.
How it works
- αSubcontractor__c tracks insurance expiry, W-9, prequal, and safety rating.
- βCompliance matrix on the project shows every sub at a glance; pay apps block when critical docs lapse.
- γDocuSign renewal chases fire automatically with 30/14/7-day cadences.
Outcome
Insurance gaps close before pay apps process. Audit and claim exposure drops.
iii
Weekly project review that used to be monthly
Monthly job cost reviews catch problems 11 days late; corrections cost more the later they come.
How it works
- αCost data syncs from Sage 300 CRE nightly; EV / CPI render on the project.
- βFoundry fires when CPI trends below 0.95 and writes a weekly project narrative.
- γLeadership reviews the list of flagged projects every Monday instead of all projects monthly.
Outcome
Problems get caught in week one, not month two. Margin slippage goes down.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire Procore, Sage 300, QuickBooks into a managed pipeline so Construction data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
Job cost dashboards with earned-value and budget-to-complete by project
III · Act
Agents watch, decide, and execute.
Change order backlog tracking with approval status and revenue impact
A Construction & Contracting agent, running todayWatcher
Budget Burn Watcher
Monitors cost-to-complete and burn rate across every active project. Fires when a job exceeds 80% of budget before 70% of schedule, or when weekly cost acceleration exceeds 20%.
RunsDaily at 6:30 AMSuccess99%Avg1m 02s
3–7%
FMI unbilled change order benchmark
The problem
Three to seven percent of project revenue at growing-business builders sits in unbilled change orders. Signatures happen in the field, the CO never makes it into a pay app, and the money walks.
What we do
We capture every change order the day it is raised, route it through DocuSign, and tie it to the pay app automatically. Foundry reports on unbilled CO aging by project every week.
Outcome
Signed work gets billed. Margin leakage from unbilled COs goes down.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Construction record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Construction rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Construction & Contracting on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.